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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1951
Perfromance Wealth Partners
Illinois
$754K -$90.9K -2,066 -11%
AGP
1952
Autumn Glory Partners
Texas
$754K +$63K +1,432 +9%
HIMS
1953
Hager Investment Management Services
New Hampshire
$751K +$752K +17,091 New
CAM
1954
Cypress Asset Management
Texas
$751K -$15.8K -360 -2%
LSA
1955
Lion Street Advisors
Texas
$751K +$44.5K +1,012 +6%
IP
1956
Ignite Planners
California
$750K -$10.7K -243 -1%
AWM
1957
Accel Wealth Management
Iowa
$750K -$48.1K -1,093 -6%
BIAS
1958
Beacon Investment Advisory Services
New Jersey
$749K -$168K -3,817 -18%
PPA
1959
Pacific Point Advisors
California
$748K +$705K +16,023 New
RIM
1960
RW Investment Management
Idaho
$747K -$96.5K -2,194 -11%
CPA
1961
Capital Planning Advisors
California
$745K +$1.76K +40 +0.2%
HAC
1962
Harbor Advisory Corp
New Hampshire
$744K -$63.3K -1,438 -8%
EA
1963
Everpar Advisors
Oklahoma
$743K -$7.7K -175 -1%
Group One Trading
1964
Group One Trading
Illinois
$743K -$3.45M -78,339 -82%
ACGA
1965
Atlanta Consulting Group Advisors
Georgia
$742K -$1.33M -30,317 -64%
HWA
1966
HHM Wealth Advisors
Tennessee
$741K +$30.8K +700 +4%
NI
1967
Natural Investments
California
$741K +$743K +16,882 New
PWM
1968
PBMares Wealth Management
Virginia
$740K -$1.89K -43 -0.3%
CT
1969
Colonial Trust
South Carolina
$740K +$19.9K +452 +3%
SMC
1970
Smith, Moore & Co
Missouri
$739K +$176 +4 +0%
FWP
1971
Firethorn Wealth Partners
Georgia
$739K +$2.95K +67 +0.4%
ADMI
1972
Albert D. Mason Inc
Massachusetts
$739K -$9.9K -225 -1%
SC
1973
Saiph Capital
New Jersey
$737K +$99.6K +2,264 +2%
PVI
1974
Pine Valley Investments
New Jersey
$737K +$8.58K +195 +1%
PFW
1975
Petros Family Wealth
Minnesota
$736K +$737K +16,749 New